01/04/2012
WTAS promotes three directors in New York
Combined, these Managing Directors bring nearly 40 years of experience to the firm.
People Moves
01/04/2012
KBW Announces Significant Hires in Investment Banking
These hires represent a continuation of the firm’s investment in its core depositories business.
01/03/2012
Aliant to offer high-end banking
In its effort to expand its Montgomery market share, Aliant Bank now is offering professional and executive banking -- a higher-touch banking experience for higher-end customers.
12/29/2011
Modera Wealth Hires Executive to Lead Post-Merger Integration
Modera Wealth Management has hired a former academic, CEO and credit union industry executive to join its ranks.
12/28/2011
Morgan Stanley: 580 Jobs May Be Cut In The NYC Offices
We're now learning 580 of those cuts will occur in New York City.
12/28/2011
Wells Fargo Hires New Advisor Team in Maryland
Wells Fargo Advisors has hired a two-member financial advisor team from First Internet Securities Network in Bethesda, Md.
12/28/2011
Raymond James Snares Advisors for New Mississippi Office
“Together these advisors represent over $500 million in assets under management and over $3 million in annual production,” added Tom Galvin, complex manager for the region.
12/23/2011
UBS Hires former Citadel Securities trader
He most recently ran the loan trading desk at Citadel Securities
12/23/2011
Ameriprise Snags Advisors With Almost $500M in Assets
Ameriprise Financial has snapped up two teams for its independent channel and two advisors for a branch in New Jersey.
12/20/2011
US private bank expands Boston team
Prior to joining First Republic, Peterson worked for Wells Fargo Bank, most recently as Vice President and Branch Manager in Boston. He earned a Bachelor of Arts degree from Colorado College.
12/20/2011
HSBC Bermuda executive joins Barclays
Based in New York, Ms Maloof will be responsible for developing and leading the regional strategy for the insurance sector.
12/20/2011
JPMorgan Names new North America leveraged-Finance head
Ray Doody will remain head of leveraged finance for Europe, the Middle East and Africa, including high-yield bonds leveraged loans and restructuring, and Melissa Smith will move to London from New York to run EMEA investment-grade finance, according to th
12/19/2011
Private Bank of California taps VP client services manager
Jesse joins the Bank's Century City headquarters with over 19 years of operational experience. In this new position, Jesse will focus on Cash Management, Product Upgrades and Operations as a whole at the Bank and will report directly to Marlon Osorto
12/16/2011
Morgan Stanley to axe 1,600 jobs
Morgan Stanley will cut 1,600 jobs early next year as the bank grapples with an increasingly tough backdrop for Wall Street.
12/16/2011
Credit Suisse hires head of North America rates
Peter brings more than two decades of experience in interest rate products, and is well known and respected in the industry.
12/16/2011
Goldman Sachs names co-head of PE banking group
Mr. Lyon has worked at Goldman since 1990, and for much of that time has worked with the firm’s private equity clients.
12/09/2011
Lazard appoints top official from Credit Suisse
Basu will remain in New York, where he was working for Credit Suisse, said Richard Creswell, a spokesman for Lazard in London.
12/08/2011
Top Citi prime brokerage official exits the firm
Ian Maynard left the bank within in the last several weeks, Financial News reports.
12/07/2011
Lazard hires energy investment banker
Renton plans to join Lazard in the new year, according to the people, who spoke on condition of anonymity because the matter is private.
12/07/2011
BNY Mellon adds floor trader to wealth advisory team
Bruder was formerly director and vice president at Goldman Sachs where he managed main floor operations of designated primary market makers on the Chicago Board Options Exchange.